Good Reads
America’s Wile E. Coyote Moment
When it comes to contextualizing the tech, bond, gold and policy headlines of Q4 2026, it’s easier to foresee their pathway ahead by first looking backwards. Once understood, we mathematically realize that our problems are not in the future, they are right now. Read on »
Bet on the Winners
A bull market in metals makes every mining CEO look like a genius. A rising tide lifts all boats, including the ones that are going to sink. Which is why, when capital floods back into the junior miners, the People question matters more than ever. Read on »
Geography Beats Geology: Gold’s New Risk Premium
What made Emergent worth the premium was where its gold is, in Nevada. There, a company can permit a deposit, build the mine, and keep what it produces without worrying about nationalization creep. However, increasingly across much of the gold-producing world, none of that is guaranteed anymore. Read on »
Community News
Countries in the Crosshairs - Finding New Investing Edges Link>>
AI Bubble Risks Worst S&P 500 Crash Since 2008, Strategist Says Link>>
Bundesbank Bank Chief Says There's a Good Case for Continued Central Bank Gold Buying Link>>
Most Major Copper Discoveries Since 1990 Are Still Not Mines Link>>
The Digital Dollar Standard Link>>